Investment Counsel banner...
Our Clients
Investment Counsel provides investments management services that are tailored to individual client objectives.
We work to identify those objectives through close and ongoing personal relationships with our clients, including frequent meetings and updates. We take time to understand you, your responsibilities, your expectations, and your comfort levels in terms of risk. It’s being accessible and building your trust and providing you with the personal support you deserve.
Our clients include institutions, foundations, and families.
Institutions
For over 30 years, Investment Counsel, has served as Investment Manager for municipal retirement systems, corporate retirement plans and financial institutions. Investment Counsel manages investments for public and corporate entities across all asset classes. We understand the unique cash flow requirements of these institutions and offer active management solutions designed to grow assets while meeting those needs.
Foundations
Investment Counsel understands the unique needs of not-for-profit organizations and offers them a diverse group of investment strategies depending on their purpose. We advise trustees on investment and spending policy issues, assist in establishing planned giving services, and provide direction on other issues specific to foundations.
Families
Investment Counsel provides financial management services to individuals and families with substantial assets. You and your family can expect high caliber investment expertise focused on wealth preservation, tax efficiency and low portfolio turnover. We provide you with an objective approach to investing and the personal attention necessary to thoroughly understand, plan and manage your investments to meet your personal goals.
Subscribe to The Investment Letter
Since 1929, Investment Counsel has mailed The Investment Letter to its clients. Now you can receive it too! Packed with insight and analysis, The Investment Letter will make you a savvier investor. Subscribe to The Investment Letter today.